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spatrizi-cv
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Member since ‎May 26, 2023
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Steve Patrizi

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schwami on October 25, 2019
How to share a document link without needing to provide email addresses
I want to create a shareable link for a document but don't yet know who will click on it. Hubspot asks me to incude an email address for the person who will click on it. Do I need the email address of every person who will click on it or can I just read more
Reply Discussion Documents
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spatrizi-cv
Member
July 17, 2023
You could upload it as a File (Marketing > Files & Templates > Files), set the URL as Public and copy the link. You won't get any of the do...read more
Solved
spatrizi-cv on June 10, 2023
Custom Quotes: Changing / Editing CMS Template
What's the purpose of the "Edit CMS template" button on the Custom Quote template Settings page? 1. If you click it, you're taken to the @hubspot >cms-quotes-theme and given a message that you can't change it, but you can create a child theme, read more
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3 Replies
Solved
spatrizi-cv on May 26, 2023
Weighted Amount Doesn't Update Correctly In Pipeline
The weighted amount in the deal pipeline is based on whatever probability % is set in settings for the deal stage, even if you manually change the probability in the deal record. Example: - Deal Stage "Appointment Scheduled" defaults to 20% prob read more
Reply Discussion Professional
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